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Capital Investment Advisory Services’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Capital Investment Advisory Services’s Portfolio GSY Stock Details GSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$641K Sell
12,787
-989
-7% -$49.6K 0.04% 392
2026
Q1 		$690K Buy
+13,776
New +$692K 0.05% 333
2024
Q4 		– Sell
-9,964
Closed -$500K – 966
2024
Q3 		$500K Sell
9,964
-1,871
-16% -$93.8K 0.05% 299
2024
Q2 		$591K Buy
11,835
+7
+0.1% +$349 0.06% 263
2024
Q1 		$590K Buy
11,828
+7
+0.1% +$349 0.06% 272
2023
Q4 		$590K Sell
11,821
-36
-0.3% -$1.79K 0.05% 259
2023
Q3 		$589K Buy
11,857
+3,886
+49% +$193K 0.06% 254
2023
Q2 		$396K Sell
7,971
-574
-7% -$28.5K 0.04% 319
2023
Q1 		$424K Buy
8,545
+2,912
+52% +$145K 0.05% 288
2022
Q4 		$279K Buy
5,633
+89
+2% +$4.39K 0.03% 383
2022
Q3 		$274K Buy
5,544
+360
+7% +$17.8K 0.04% 360
2022
Q2 		$257K Sell
5,184
-6,087
-54% -$302K 0.03% 391
2022
Q1 		$562K Buy
+11,271
New +$564K 0.06% 262
2021
Q3 		– Sell
-23,138
Closed -$1.17M – 782
2021
Q2 		$1.17M Sell
23,138
-4,617
-17% -$233K 0.15% 134
2021
Q1 		$1.4M Sell
27,755
-108,492
-80% -$5.48M 0.2% 110
2020
Q4 		$6.89M Sell
136,247
-6,716
-5% -$340K 1.02% 19
2020
Q3 		$7.22M Sell
142,963
-8,729
-6% -$441K 1.36% 13
2020
Q2 		$7.65M Sell
151,692
-450
-0.3% -$22.6K 1.55% 11
2020
Q1 		$7.5M Buy
152,142
+148,642
+4,247% +$7.45M 1.83% 7
2019
Q4 		$176K Buy
3,500
+400
+13% +$20.2K 0.05% 305
2019
Q3 		$156K Buy
3,100
+40
+1% +$2.02K 0.04% 309
2019
Q2 		$154K Buy
3,060
+3,000
+5,000% +$151K 0.05% 316
2019
Q1 		$3K Buy
+60
New +$3.01K ﹤0.01% 1048

Other funds holding GSY

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Capital Investment Advisory Services's GSY Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Invesco Ultra Short Duration ETF (GSY) stake by 7.2% in Q2 2026, selling an estimated $49.6K and leaving 12,787 shares worth $641K. The position accounts for 0.04% of the portfolio, ranked #392.

Capital Investment Advisory Services first reported a position in GSY in Q1 2019 and has held it in 23 quarters since. The position peaked at $7.65M in Q2 2020. 156 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Capital Investment Advisory Services held 12,787 shares of Invesco Ultra Short Duration ETF worth $641K as of Q2 2026.
  • Capital Investment Advisory Services sold 989 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $49.6K.
  • Invesco Ultra Short Duration ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #392 holding.
  • Capital Investment Advisory Services first reported a position in Invesco Ultra Short Duration ETF in Q1 2019 and has held it in 23 quarters since.
  • Capital Investment Advisory Services's Invesco Ultra Short Duration ETF position peaked at $7.65M in Q2 2020.
  • 156 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.